Salomon & Ludwin, LLC DSFIY DSM-FIRMENICH AG F

Ownership history in Salomon & Ludwin, LLC  ·  4 quarters on record

AI Ownership Summary

Salomon & Ludwin, LLC reported DSM-FIRMENICH AG F (DSFIY) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows DSFIY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DSFIY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Salomon & Ludwin, LLC's position in DSM-FIRMENICH AG F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DSFIY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Salomon & Ludwin, LLC held DSFIY — position size vs. price
% of Fund (quarterly)    DSFIY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 117 -1,552 -93.0% 0.00% $838 2026-05-11 $7.61
2025 Q4 ADDED 1,669 +1,447 +651.8% 0.00% $14K 2026-01-28 $7.55
2025 Q3 ADDED 222 +201 +957.1% 0.00% $2K 2025-10-21 $8.47
2025 Q2 INITIATED 21 0.00% $227 2025-07-29 $9.60

FAQ About Salomon & Ludwin, LLC and DSFIY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Salomon & Ludwin, LLC reported owning DSFIY?

Salomon & Ludwin, LLC reported DSFIY across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported DSFIY position in Salomon & Ludwin, LLC's portfolio?

The largest reported portfolio weight for DSFIY was 0.00% in 2025 Q4.

What is the latest reported DSFIY position on this page?

The most recent filing on this page is 2026 Q1, when Salomon & Ludwin, LLC reported 117 shares, equal to 0.00% of portfolio, with an estimated market value of $838.

What does the chart on this DSFIY ownership page compare?

The chart compares Salomon & Ludwin, LLC's quarterly DSFIY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Salomon & Ludwin, LLC time their DSFIY position?

Based on 13F filing dates vs. subsequent DSFIY price moves, Salomon & Ludwin, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on DSFIY relative to SPY over the holding period was -39.4%.

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